How to name beneficiaries and fund a trust at Nusenda CU
Covers 7 deposit, 4 retirement, and 2 investment accounts — beneficiaries must be updated in-branch
Phone1-505-889-7755
Toll-Free1-800-347-2838
Emailinfo@nusenda.org
Mailing Address
Nusenda Credit Union, P.O. Box 8530, Albuquerque, NM 87198
Automated Credit Card Payments
Collections
Member Solutions
WebsiteLearn more→
Phone1-505-889-7755
Toll-Free1-800-347-2838
Emailinfo@nusenda.org
Mailing Address
Nusenda Credit Union, P.O. Box 8530, Albuquerque, NM 87198
Automated Credit Card Payments
Collections
Member Solutions
WebsiteLearn more→
Death Claims / Member Services
Phone(505) 889-7755
Toll-Free(800) 347-2838
Mailing Address
Nusenda Credit Union, PO Box 8530, Albuquerque, NM 87198-8530
Verified Apr 2026
Estate planning at Nusenda CU means getting each account set up so it transfers automatically when you die—either through a POD beneficiary or trust ownership. Because Nusenda CU is a membership-based institution, trust retitling must maintain the membership eligibility requirement. Without one of these in place, accounts may require probate before your family can access the funds.
Nusenda CU offers 13 accounts, each with its own transfer rules. The sections below cover how to set up beneficiaries, fund a trust, and which products support each approach.
Essential CheckingDividend Checkingbreeze CheckingRegular SavingsMoney Market AccountHoliday and Vacation Club AccountShare Certificate
1
Visit any Nusenda branch with government-issued photo ID
2
Complete the POD beneficiary designation form:
- Request a POD (Payable on Death) beneficiary designation form for deposit accounts
- Provide beneficiary details: full name, date of birth, Social Security number, and relationship
- Designate primary and contingent beneficiaries
- Specify percentage allocation if naming multiple beneficiaries
3
Sign and submit the completed form
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- POD designations available for deposit accounts (checking, savings, certificates, money market)
- Naming a beneficiary for bank accounts makes them payable on death to beneficiaries
- Investment and retirement plan accounts should have beneficiaries designated separately
- Investment account beneficiaries managed through LPL Financial
- Review recommended after marriage, divorce, birth of a child, or other life changes
Phone1-505-889-7755
Toll-Free1-800-347-2838
Emailinfo@nusenda.org
Mailing Address
Nusenda Credit Union, P.O. Box 8530, Albuquerque, NM 87198
Automated Credit Card Payments
Collections
Member Solutions
WebsiteLearn more→
Phone1-505-889-7755
Toll-Free1-800-347-2838
Emailinfo@nusenda.org
Mailing Address
Nusenda Credit Union, P.O. Box 8530, Albuquerque, NM 87198
Automated Credit Card Payments
Collections
Member Solutions
WebsiteLearn more→
Death Claims / Member Services
Phone(505) 889-7755
Toll-Free(800) 347-2838
Mailing Address
Nusenda Credit Union, PO Box 8530, Albuquerque, NM 87198-8530
Verified Apr 2026
Estate planning articles
Learn how to protect your Nusenda CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
